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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,964 | $127,387+126.1% | $115,038+150.3% | $125,389+129.7% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 3.49% | 31.28%-27.8pp | 26.14%-22.7pp | 282.24%-278.7pp |
| Employer contribution / active EE | $11,817 | $5,166+128.7% | $4,608+156.4% | $4,866+142.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,832 | $9,516+66.4% | $8,175+93.7% | $9,541+65.9% |